W Wealth Management Ltd

• Principal Place of Business

  10 Little Park Farm Road

  Segensworth Office Park

  Segensworth West

  Fareham

  Hampshire

  PO15 5TD

  UNITED KINGDOM

  Phone

  +4401489660894

  Web

  https://www.wwealth.co.uk

• Complaints Contact

  10 Little Park Farm Road

  Segensworth Office Park

  Segensworth West

  Fareham

  Hampshire

  PO15 5TD

  UNITED KINGDOM

  Phone

  +4401489660894

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Advice (no pensions)

  For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 2 limitations Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Advice

  For Customer, Regulated mortgage contract

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  • · Firm is permitted to carry on this activity in relation to first charge mortgages only

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

  Show 1 limitation Hide limitations

  • · Firm is permitted to carry on this activity in relation to first charge mortgages only

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

• Christopher David Wilson

  IRN CDW01104

  • 11. Pension transfer specialist
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • Responsibility for MCD Intermediation (since 23 Sep 2025)
  • SMF3 Executive Director (since 22 Jan 2025)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 22 Jan 2025)
  • [FCA CF] Functions requiring qualifications (since 1 Apr 2022)
  • [FCA CF] Client dealing (since 1 Apr 2022)
• Elaine Armstrong

  IRN EXA01458

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Functions requiring qualifications (since 1 Apr 2022)
  • [FCA CF] Client dealing (since 1 Apr 2022)
• KARRIE-ANN DOWNING

  IRN KXS02352

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Client dealing (since 3 Feb 2025)
  • [FCA CF] Functions requiring qualifications (since 3 Feb 2025)
• Nicholas Robert Wheeler

  IRN NRW01076

  • SMF17 Money Laundering Reporting Officer (MLRO) (16 Feb 2022 to 1 Jan 2025)
  • SMF3 Executive Director (16 Feb 2022 to 1 Jan 2025)
• Peter George Westerman

  IRN PGW01107

  • 11. Pension transfer specialist
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Client dealing (since 1 Apr 2022)
  • [FCA CF] Manager of certification employee (since 1 Apr 2022)
  • [FCA CF] Functions requiring qualifications (since 1 Apr 2022)
  • SMF16 Compliance Oversight (since 16 Feb 2022)
  • SMF3 Executive Director (since 16 Feb 2022)
  • Responsible for Insurance Distribution (since 16 Feb 2022)
• Susan Cardy

  IRN SXC02307

  • [FCA CF] Functions requiring qualifications (1 Apr 2022 to 31 Jan 2025)
  • [FCA CF] Client dealing (1 Apr 2022 to 31 Jan 2025)

No changes recorded yet.